SAS
ESGV icon

Sage Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sage Advisory Services’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,302
Closed -$932K – 48
2026
Q1 		$932K Buy
8,302
+1,797
+28% +$213K 0.51% 29
2025
Q4 		$787K Hold
6,505
– – 0.43% 33
2025
Q3 		$770K Sell
6,505
-115
-2% -$13.1K 0.4% 33
2025
Q2 		$726K Sell
6,620
-5
-0.1% -$504 0.4% 33
2025
Q1 		$649K Hold
6,625
– – 0.38% 30
2024
Q4 		$695K Sell
6,625
-279
-4% -$29.3K 0.41% 31
2024
Q3 		$667K Hold
6,904
– – 0.19% 35
2024
Q2 		$667K Sell
6,904
-1,190
-15% -$110K 0.19% 35
2024
Q1 		$754K Buy
8,094
+4
+0% +$356 0.21% 35
2023
Q4 		$688K Sell
8,090
-107
-1% -$8.43K 0.18% 40
2023
Q3 		$617K Sell
8,197
-434
-5% -$34.1K 0.17% 40
2023
Q2 		$676K Buy
8,631
+15
+0.2% +$1.1K 0.2% 38
2023
Q1 		$618K Buy
8,616
+2,106
+32% +$147K 0.18% 37
2022
Q4 		$429K Buy
+6,510
New +$434K 0.13% 41

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Sage Advisory Services's ESGV Position: Q2 2026 in Review

Sage Advisory Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 8,302 shares — an estimated $932K sold.

Sage Advisory Services first reported a position in ESGV in Q4 2022 and held it in 14 quarters. The position peaked at $932K in Q1 2026. 327 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sage Advisory Services reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Sage Advisory Services sold 8,302 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $932K.
  • Sage Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 14 quarters.
  • Sage Advisory Services's Vanguard ESG US Stock ETF position peaked at $932K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.